An account can be created for a client without an email or cell phone number, they are not required for client accounts. When setting up an account for a client that does not have an email or cell phone, you can create a username for them. To create a username for a client:
- Select “Generate User Name”
- This option will automatically put the client’s first and last name together. For example, JohnSmith.
- Additionally, you can create and enter your client’s username. If you choose to create your client’s username, do not include spaces. Make sure the username is one word.)
- If a user will only access their account with a username, you must also manually set their password for them:
- When adding a new client to the system, you can manually set their password.
- Check the box next to “Client does not have a working email, SMS phone or you feel they will have trouble setting their own password.”
- The password field will appear, and a password can be manually created for the client.
- When using this feature, the client will not have to reset their password if it is set by you. Keep in mind that you will need to notify the client of the password you have set as they will not receive notification of the password.